+91.5%
USB vs NVMI
+211.5%
-120.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +11.7% | -12.2% | -1.8% |
| 7D | 0.0% | +0.3% | -0.3% | -0.1% |
| 30D | +5.8% | -17.1% | +22.9% | +7.8% |
| 3M | -6.0% | -17.9% | +11.9% | -4.3% |
| 6M | +7.8% | -41.4% | +49.2% | +12.8% |
| YTD | +14.6% | -4.6% | +19.2% | +11.6% |
| 1Y | +31.8% | -0.3% | +32.0% | +27.3% |
| 3Y | +91.5% | +214.5% | -122.9% | +35.6% |
| All | +91.5% | +211.5% | -120.0% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NVMI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling